---
title: Bundle Management
slug: bundle-management
docTags: 
createdAt: 2026-05-29T17:32:40.814Z
---

## Feature Overview

Bundle Management is a self-service feature in SHI One that lets you create, manage, and publish product bundles directly from the storefront admin experience. 

This feature is built for admins who manage storefront experiences.

**What it enables:**

- Build curated purchasing experiences tailored to your end-users
- Go from idea to published bundle in minutes, not days
- Control exactly what products appear and how they are grouped

## Key Terms

- **Bundle:** A grouped set of products presented as a single, guided purchasing experience. It includes a base product and optional add-ons.
- **Base Product:** The primary product that anchors the bundle. It determines the base price and how the bundle appears in search.
- **Add-On Section:** A configurable group of products (like accessories or warranties) that shoppers can choose from when purchasing the bundle.
- **Option Type:** Determines whether a section allows the shopper to pick one item (Single Select) or multiple items (Multi Select).
- **Status:** The lifecycle state of a bundle. Options are Active, Inactive, or Archived.
- **Composite Item:** A product type with pricing that is eligible to be included in a bundle. Products that are not composite items cannot be added.
- **Standards Location:** The catalog folder(s) where the bundle will appear in the storefront.

**How these relate to each other:** Bundle > Base Product > Add-On Sections > Options

## What You Can Do

- **Create bundles** using drag-and-drop product configuration with a real-time preview of the shopper experience.
- **Customize the buying experience** by defining required sections, setting defaults, and configuring quantity controls.
- **Control product visibility** by surfacing products through bundles instead of showing them individually in the catalog.
- **Manage the full lifecycle** of a bundle: activate, deactivate, archive, edit, or delete at any time.
- **Place bundles in specific Standards folders** to curate exactly where they show up in the storefront.

**A few things to keep in mind:**

- Products must be composite items with pricing to be eligible for bundles.
  - If this does not exist for your desired product, please reach out to your account executive.
- Once you set a section's option type (Single Select or Multi Select), it cannot be changed after creation.
- The bundle name is currently auto-derived from the base product name. Custom naming is planned for a future update.

## Getting Started

### Accessing the Feature

1. Navigate to **Standards> Manage Standards> Bundles**.
2. Make sure you have the appropriate role or permissions. You will need Customer Success or Storefront Admin access. 

![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/iiAAbIw-0aAbk3_1SmIl2_bundles.png)

### Prerequisites

- **Role:** SHI One Admin or Storefront Manager
- **Products:** Items you want to bundle must be configured as composite items with pricing

## Using Bundle Management

### 1. Creating a New Bundle

1. Select **+ New Bundle** from the Bundles tab.
2. Select **Add Product** and search for items by name or part number. You can filter results by Hardware, Software, or Other Products. 

![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/rsZRNzZqzN_nVO7TJIGqW_image.png)

3. Drag and drop products into position: 
   - **Base Product:** Choose one item as the primary product.
   - **Add-On Sections:** Group the remaining items into sections that represent choices for the shopper.
4. Configure each section: 
   - Give it a descriptive **Section Name** (for example, "Choose your monitor").
   - Set the **Option Type** to Single Select or Multi Select.
   - Toggle **Required** if the shopper must make a selection.
   - Open **Option Settings** to set default quantity, min/max values, or mark an option as selected by default.

![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/rvymj2zNBu21pGGkjsSR3_image.png)

5. Select **Next** to move to Bundle Details & Finish. 
6. Complete the bundle details: 
   - **Status:** Choose Active, or Inactive. Starting with Inactive is recommended so you can review before publishing.
   - **Standards Location:** Select which standards folders the bundle should appear in. 
7. Select **Create** to finalize. 
8. Your new bundle now appears in the Bundles list and is ready to manage. 

### 2. Editing an Existing Bundle

1. From the Bundles list, select a bundle name to open it, or use the overflow menu (three dots) to choose **Edit**. 

![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/NR0lP4TDuKN8zHAsx7Hxb_image.png)

2. Make your changes: 
   - Update sections, swap products, or rearrange options.
   - Switch to the **Details** tab to change the status or update the Standards location.
3. Select **Save** when finished.
4. Your changes are saved and reflected in the storefront based on the bundle's current status. 

### 3. Managing Products and Options

1. Open a bundle and navigate to the **Configuration** tab. 
2. To add more products, select **Add Product**. This opens the same search experience used during creation. 
3. To fine-tune individual options, open **Option Settings** (the gear icon) on any item: 
   - Adjust default quantity
   - Set minimum and maximum quantity ranges
   - Toggle whether the option is selected by default 

![](https://api.archbee.com/api/optimize/iNsEBjkrzpMV8hFLC23IM/NldPWj9ZJoXNsxL85tTZU_image.png)

4. Remove products by selecting the X next to them, or reorder items by dragging them into a new position.
5. Changes take effect after you select **Save**. 

### 4. Viewing and Filtering Bundles

The Bundles tab gives you a quick overview of everything that has been created for the account.

- Use the **search bar** and **filters** to find specific bundles.
- The table displays **Bundle Name, Status, Base Product, Base Price,** and **Standards Location** at a glance.

### 5. Bundle Lifecycle Management

You can manage the status of any bundle directly from the list view.

1. Open the **overflow menu** (three dots) on any bundle. 
2. Choose an action: 
   - **Edit:** Open up editing drawer detailed above.
   - **Activate:** Makes the bundle visible to shoppers in the storefront.
   - **Deactivate:** Moves the bundle back to a draft state.
   - **Archive:** Removes the bundle from active display without deleting it.
   - **Delete:** Permanently removes the bundle.
3. Confirm the action. The bundle's status updates immediately. 

## Use Cases

- **New hire onboarding kit:** Set a laptop as the base product, add required accessories like a keyboard and mouse, and include optional upgrades like an external monitor or docking station.
- **Standardized purchasing:** Enforce approved product configurations to reduce incorrect or off-catalog ordering.
- **Catalog simplification:** Hide standalone products and surface them only within curated bundles, giving shoppers a cleaner, more guided experience.

## Best Practices

- Start new bundles in **Inactive** status so you can review and refine before making them visible.
- Use the **Required** toggle on sections where shoppers need to make a selection (like choosing a warranty tier).
- Group related products logically so sections are easy for shoppers to understand at a glance.
- Take advantage of the **cross-catalog product search** to build more comprehensive bundles beyond what is already in the customer's catalog.

## Troubleshooting and FAQs

**Common Issues**

- **"Product Not Eligible" warning:** The product is not a composite item or does not have pricing. Remove it by selecting **Unselect**, and if you need the product added as a composite item, reach out to WebAdmin.
- **Cannot change option type:** Option type (Single Select or Multi Select) is locked after the section is created. If you need a different type, create a new section and delete the old one.
- **Product not appearing in search:** Try broadening your search terms. If the product still does not appear, it may need to be added through WebAdmin.

**FAQs**

- **Can I edit bundles that are already active?** Yes. Open the bundle, make changes, and save. Updates apply based on the bundle's current status.